HDFC Retirement Savings Fund - Hybrid-Equity Plan vs SBI BSE Sensex Index Fund
Portfolio Overlap Analysis · HDFC vs SBI
41.3%
High Overlap
16 common stocks · Rank #2422 of 28,292 pairs
Common Holdings (10)
| Stock | Wt% in HDFC Retirement Savings Fund - | Wt% in SBI BSE Sensex Index | Overlap |
|---|---|---|---|
HDFC Bank Ltd. Banks | 14.06% | 6.25% | 6.25% |
ICICI Bank Ltd. Banks | 10.26% | 5.66% | 5.66% |
State Bank of India Banks | 5.20% | 3.53% | 3.53% |
Reliance Industries Ltd. Petroleum Products | 9.82% | 3.27% | 3.27% |
Axis Bank Ltd. Banks | 4.11% | 3.25% | 3.25% |
Kotak Mahindra Bank Ltd. Banks | 3.18% | 2.68% | 2.68% |
Tata Consultancy Services Ltd. IT - Software | 2.78% | 2.32% | 2.32% |
Infosys Ltd. IT - Software | 4.83% | 2.29% | 2.29% |
Bharti Airtel Ltd. Telecom - Services | 5.47% | 2.21% | 2.21% |
Maruti Suzuki India Ltd. Automobiles | 2.04% | 2.62% | 2.04% |
Unique to HDFC Retirement Savings Fund -
All top holdings are shared with the other fund.
Unique to SBI BSE Sensex Index
- Larsen & Toubro Ltd.5.21%
- Mahindra & Mahindra Ltd.3.17%
Sector Overlap Breakdown
Banks21.4% (5)
IT - Software6.1% (3)
Petroleum Products3.3% (1)
Telecom - Services2.2% (1)
Power2.2% (2)
Automobiles2.0% (1)
Construction1.9% (1)
Diversified FMCG1.3% (1)
Ferrous Metals0.9% (1)
Analysis
AI-generated comparative analysis coming soon.
More comparisons for HDFC Retirement Savings Fund -
- vs HDFC Retirement Savings Fund -64.1% · 52 stocks
- vs HDFCTS48.0% · 30 stocks
- vs HDFC Hybrid Equity47.0% · 32 stocks
- vs HDFC Dividend Yield44.1% · 34 stocks
- vs NIPPON INDIA INDEX FUND - NIFT43.8% · 21 stocks
More comparisons for SBI BSE Sensex Index
- vs SBI BSE Sensex ETF100.0% · 30 stocks
- vs HDFCSXEXTF100.0% · 30 stocks
- vs HDFC BSE Sensex Index100.0% · 30 stocks
- vs Nippon India ETF BSE Sensex99.9% · 30 stocks
- vs Nippon India Index Fund - BSE 99.9% · 30 stocks
Overlap calculated on equity holdings only. Debt, government securities, and cash are excluded.